ServiceDesk 4.8.25 Update 04/25/17

Some people don't realize this, but it's best for every JobRecord to be closed via an appropriate entry to the SalesJournal.  In other words, even if there was no charge (e.g., the customer canceled before your technician got there; it was a recall, etc.), it's best for a real SalesJournal entry to be made, even if in zero amount. 

One reason this is best is because it officially documents what happened to the job, in terms of its resulting sale amount.  Another reason is because, when eventually you are audited by the IRS, that nice man or woman is going to be looking for invoice-number gaps in your SalesJournal (suspecting maybe any such gaps are cash sales that you kept off-the-books).  If you have no such gaps, you're going to be in much better shape than otherwise. 

Still another reason it's best is because, if you participate in Whirlpool's OOW-referral program, that zero-amount SalesJournal entry serves as the basis by which the SB-DispatchLink utility knows to automatically inform ServiceBench that the referred job was canceled, and to thereby remove it from the list of items on which you'd otherwise be charged a referral fee. 

Prior to now, ServiceDesk has had a means to automatically make a zero-amount SalesJournal entry for you, in conjunction with canceling an appointment.  Basically, a dialog asks if just the appointment is being canceled, or if the job is as well.  If you answer the latter, the systems offer to auto-enter a zero-amount SalesJournal entry for you. 

But that circumstances does not always fit, and where it has not the remaining option has been to make a zero-amount SalesJournal entry manually. 

Now we've made a direct-purpose shortcut.  From any JobRecord that you want to close-out with a zero-sale (and assuming it does not have an appointment to cancel as a means by which to accomplish this), just click on its "Recorded to SlsJrnl" status button.  The dialog that's comes up now looks like this:

When you pick that option, it opens the SalesEnter form with the entry line already filled-in for you.  You just hit Enter, and the task is done. 

Not sure why, but some people wanted to export data as applicable to their QuickEntryTemplates.  So, there is now a button for the purpose:

Just click, and follow the prompts.